Timothy Sheehan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Prudential Insurance Company of America for over 30 years and Pruco Securities, LLC for 28 years before joining LPL Enterprise. Outside of his advisory role, he is co-owner of WDB, LLC and owner of Sheehan Holdings, LLC, both real estate-related businesses. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products, leveraging both internal research and third-party portfolio management on an integrated platform.

Thomas Brazier is a financial advisor with LPL Financial in Montpelier, VT, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life Securities Inc. Beyond financial advising, he owns and operates Windyvale Farm and Windyvale Farm Trucking and serves with the East Montpelier Fire and Ambulance as a firefighter and CMS provider. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, utilizing various model portfolios and research resources to support diversified investment strategies.

Sheryl Davis is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked within various Wells Fargo entities since 2009. In addition to her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

Jonathan Whitehouse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at Cuso Financial Services, LP for 12 years and VSECU for 2 years prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a nationwide network of investment adviser representatives.

Abraham Trabulsy is a financial advisor with LPL Financial in Williston, VT, holding a Series 66 designation and having four years of industry experience. Prior to joining LPL Financial in 2024, he worked with Mass Mutual Life Insurance Company and Mass Mutual Investors Services from 2020 to 2024. He has a background that includes academic involvement with the University of Vermont and The Robert Larner, M.D. College of Medicine at UVM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Caren Merson is a financial advisor at Edward Jones in Stowe, VT, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jason Frank is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial in Williston, VT, and previously worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Kyla Westover is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2023. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of financial services, she has been involved in several local businesses and cooperatives in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary strategies and access to third-party managers, tailored to client objectives under both discretionary and non-discretionary arrangements.

Owen Goldenbogen is a financial advisor at LPL Financial with one year of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at EastRise Credit Union, Key Investment Services LLC, Fidelity Investments, and involvement with the Society for Humanistic Judaism. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera and its affiliated entities since 2014. Pearsall serves as board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures, third-party managers, and model portfolios.

Rebecca Teese is a financial advisor with Edward Jones in Montpelier, VT, holding CFP® and Series 66 designations and bringing 21 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Metzler is a financial advisor with Ameriprise in South Burlington, VT, holding a Series 66 designation. He has one year of industry experience and previously worked at Thomas Somerville Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning using proprietary research and algorithmic tools.

George Lee is a CFA® charterholder with seven years of industry experience. He is currently an advisor at LPL Financial and previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Sentinel Investments. Lee also maintains involvement with Professional Financial Associates, LLC, a business affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Pembroke is a financial advisor with Ameriprise Financial Services in South Burlington, VT, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services. He serves on the Board of Directors for Kid Safe and is an Investment Committee Member there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice based on research and algorithmic tools.

Kyle Presson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Hornor Townsend & Kent Inc for 12 years before joining LPL Financial and Penn Mutual Life Insurance Company in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and portfolio management tools.

Alec Herbert is a financial advisor with LPL Financial in Bristol, VT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Key Investment Services LLC and KeyBank. He is also involved with Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services using both discretionary and non-discretionary management supported by research and technology.

Kylie Richards is a financial advisor at LPL Financial with eight years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at MML Investor Services, Mass Mutual Life Insurance Company, Key Investment Services, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by research from LPL Research and third-party subadvisors.

Paul Briody is a CFP® professional with 38 years of experience in the financial services industry, currently affiliated with Wells Fargo Advisors since 2019. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, contributing a long tenure within the Wells Fargo family of firms. Outside of his advisory work, Briody participates in a car-sharing service in Sanibel, FL, and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Nicholas Hart is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Adam Lory is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Union Bank and Nfp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.